Pre-Installation and Considerations

Note: If you choose to first install TaskRay in a sandbox for testing purposes, keep in mind that all sandbox users will automatically have access to the app. However, once you install TaskRay in production, any user that needs access to TaskRay (including read-only access) will need a designated TaskRay license. This does not apply if you are on the 2-week free trial.

TaskRay Footprint

TaskRay will install custom objects, custom settings, Visualforce tabs and custom object tabs. TaskRay is a managed package app and, therefore, in most cases these tabs and objects will not count against your quota with Salesforce.